BRWM
X

B. Riley Wealth Management’s US Steel X Stock Holding History

B. Riley Wealth Management’s Portfolio X Stock Details X Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-300
Closed -$6K – 765
2015
Q2 		$6K Hold
300
– – ﹤0.01% 841
2015
Q1 		$7K Hold
300
– – 0.01% 813
2014
Q4 		$8K Sell
300
-21,750
-99% -$725K 0.01% 788
2014
Q3 		$863K Buy
+22,050
New +$773K 0.64% 29

Other funds holding X

JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAM
Amerigo Asset Management George Town, Cayman Islands $254M AUM 115.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

B. Riley Wealth Management's X Position: Q3 2015 in Review

B. Riley Wealth Management sold out of US Steel (X) in Q3 2015, closing a stake of 300 shares — an estimated $6K sold.

B. Riley Wealth Management first reported a position in X in Q3 2014 and held it in 4 quarters. The position peaked at $863K in Q3 2014. 281 funds tracked by Wall St. Rank hold X as of Q3 2015.

  • B. Riley Wealth Management reported no remaining US Steel position as of Q3 2015 after selling out during the quarter.
  • B. Riley Wealth Management sold 300 US Steel shares in Q3 2015, an estimated $6K.
  • B. Riley Wealth Management first reported a position in US Steel in Q3 2014 and held it in 4 quarters.
  • B. Riley Wealth Management's US Steel position peaked at $863K in Q3 2014.
  • 281 funds tracked by Wall St. Rank held US Steel as of Q3 2015.

Based on B. Riley Wealth Management's 13F filing for Q3 2015, filed 13 Oct 2015.